Chris Leyden

I am a Chartered Financial Planner and provide broad based advice, mainly to directors, professionals and retired clients helping them achieve practical solutions to the financial issues that concern them most. My advice covers all areas of wealth management, specifically, Investment Planning, helping clients to understand their options to mitigate tax. Retirement Planning, including planning advice and reviewing existing arrangements. Inheritance Tax Planning and Intergenerational Wealth Management. Protection against the risk of death and critical illness for Individuals and Businesses. As a Partner Practice of St. James’s Place Wealth Management based in Chelmsford, my emphasis is on maintaining long term relationships with my clients and to provide them with a source of trusted advice as their financial needs evolve over the years. My business is built around my core principles of trust, integrity, openness, and a commitment to consistently deliver superior customer service and expert advice. As a client, you can expect the following services: Confidential professional service, tailored to your specific needs and requirements. Face to face personal advice, giving you the opportunity to review your financial affairs regularly. Keeping you informed of the latest news and any changes that might affect your personal situation. A longstanding, trusted relationship, acting with integrity and honesty at all times. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. This Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved xx/xx/xxxx